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Rollins Falls After Third-Quarter Profit and Margin Declines

Investivoq PriceTracker

Rollins (ROL) is down 7.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to a weak third-quarter earnings release that showed slowing organic growth, lower profitability, and continued pressure in residential customer acquisition. Investors also seem focused on management’s comments that the marketing environment is changing and that the company is still adjusting how it wins new customers.

Details:

  • Third-quarter revenue rose 6.2% to about $1.09 billion, but organic revenue growth was 4.4%, suggesting slower underlying momentum than investors had hoped for.
  • Operating income fell 1.0%, while operating margin dropped 140 basis points to 20.5%, pointing to weaker earnings quality despite higher sales.
  • Net income declined 3.4% and diluted earnings per share slipped to $0.33 from $0.34 a year earlier, which looks slightly below the roughly $0.35 analysts had been expecting.
  • Management said residential customer acquisition remained under pressure and described a shift away from its traditional digital playbook toward channels with better returns, signaling that demand generation remains a near-term issue.

    • Sources:

    Rollins, MarketBeat, ChartMill

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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    $ROL Hedge Fund Activity

    We have seen 382 institutional investors add shares of $ROL stock to their portfolio, and 467 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC removed 11,460,582 shares (-99.1%) from their portfolio in Q2 2026, for an estimated $478,364,692
    • QUBE RESEARCH & TECHNOLOGIES LTD added 3,123,365 shares (+4046.6%) to their portfolio in Q2 2026, for an estimated $130,369,255
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,472,493 shares (+inf%) to their portfolio in Q2 2026, for an estimated $103,201,857
    • JPMORGAN CHASE & CO added 2,260,921 shares (+inf%) to their portfolio in Q2 2026, for an estimated $94,370,842
    • APG ASSET MANAGEMENT N.V. removed 2,123,262 shares (-49.8%) from their portfolio in Q2 2026, for an estimated $88,624,955
    • JANE STREET GROUP, LLC added 1,803,175 shares (+12419.4%) to their portfolio in Q2 2026, for an estimated $75,264,524
    • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 1,489,921 shares (-15.4%) from their portfolio in Q2 2026, for an estimated $62,189,302

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $ROL Congressional Stock Trading

    Members of Congress have traded $ROL stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $ROL stock by members of Congress over the last 6 months:

    • REPRESENTATIVE APRIL MCCLAIN DELANEY sold up to $100,000 on 08/25.
    • REPRESENTATIVE RICK W. ALLEN sold up to $50,000 on 08/12.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $ROL Price Targets

    Multiple analysts have issued price targets for $ROL recently. We have seen 3 analysts offer price targets for $ROL in the last 6 months, with a median target of $52.0.

    Here are some recent targets:

    • Toni Kaplan from Morgan Stanley set a target price of $65.0 on 07/08/2026
    • Jason Haas from Wells Fargo set a target price of $46.0 on 06/25/2026
    • Connor Cerniglia from Bernstein set a target price of $52.0 on 05/29/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.